Ted has been very instrumental in providing me solid, good financial advice. He had nothing to gain…read moreby giving me this free advice. He gave me such great advice a few months ago that I contacted him again and he was so encouraging, it gave me the confidence I needed to move my finances in the right direction to create stability. Thank you Ted!

If you're looking for a firm who geeks out over small business success, cares about a job done…read moreright, and have a deeper understanding of what is happening for you financially, look no further. Ted and OPS is the place to be to getting insight into your financial health so you can build a strategy to scale appropriately. He is not only super friendly and willing to get to know you on a 1:1 basis (which included my business goals and personal goals) but he tries his best to help you understand a language foreign to most of us.... intuit navigation and taxes in general. After a terrible year with another firm, Ted has given me peace of mind after a grueling pandemic year for most businesses. I am only a year old, working for myself, and my big dreams require all the peace and help I can get. Thank you for being there and getting me on the right path.

While I acknowledge the limited and misguided individual effort put forth by this one-person firm,…read moreunfortunately, my experience with VMR was quite problematic. The firm's command of Quickbooks was wholly inadequate, leading to recurring issues. The owner's approach towards these problems, more often than not, included deflecting responsibility onto the client, which exacerbated the challenges. I feel it's important to emphasize that engaging with this firm will likely lead you to unexpected costs and significant setbacks. Therefore, I strongly recommend if you are evaluating this firm to examine all options thoroughly. A partnership with VMR will prove more taxing than beneficial. In the end, working with VMR was a terrible experience and one that ended up with me having to pay much more than I should have for another firm to go into the books and retroactively clean up the mess that was left.

From the owner: Value Management Resources was founded on the premise that even new and average-sized businesses…read moredeserve top-notch back office services, just like the bigger guys. We work with our clients to provide a well-priced, effective solution for their operations. We handle our clients' accounting, payroll, billing, accounts receivable, financial reporting and more on a menu-type basis. Clients choose any or all of the services for customized packages that fit their needs at any given time. And with our proprietary Cloud Services, Value Management clients can access their data and share documents anytime, anywhere.

Wes and Damian are great individuals and great at what they do. They provide sound advice and…read moreoptions and are always willing to go the extra mile for their customers. I recently attended a customer appreciation event they hosted and every person I met at the event felt the same way. Would give 6 stars if it was an option. The best part about working with them is I know they have me covered and I don't have to spend time thinking about or dealing with my business insurance.

From the owner: Health Insurance, Group Health Insurance, Individual Health Insurance, Employee Benefits, HSA, FSA,…read moreAncillary Benefits, Vision, Dental, Short Term Diability, Long Term Disability, Life Insurance, 401(k), Payroll

Arie's office has a family vibe that is not visible from the outside. It has to be experienced…read more A unique tax problem brought me to the office, and Ari handled it smoothly-- explaining every step along the way. I left the office feeling more knowledgeable about running my own office.

I got my taxes done here in July for the first time. I'm not impressed. I made an appt with the…read moreowner but I was passed off to some other young lady who didn't ask necessary questions. The owner just looked over her work and fixed her many errors. I also didn't like how they took a copy of my drivers license AND 3 copies of my blank check. I can't believe I allowed that in retrospect! Since the owner didn't spend much time with me I don't feel like I will do business with them again. Very sketch! Also I will be closing out that checking account.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

We've worked with John and his team at Bovard for years. They have grown with us, helped find new…read morefinancing when we needed it. They proactively handle the myriad challenges that arise in the course of everyday business. John and his colleague Lauren act like teammates working for our mutual success. This is a rock solid firm which has earned our trust and appreciation.

John ended up helping me out with a matter, even years after he served me as my accountant, at no…read morefee and upon my sudden request out of nowhere. I'm really impressed by his professionalism and responsibility.